Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPWR (Ideal Power Inc.) | 141.42% | 49.20% | -12.93% | -8.02% | -17.19% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPWR (Ideal Power Inc.) | 11/22/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.02 | 49.20 | -12.93 | -8.02 | -17.19 | NA | NA | … | … | 141.42 | -57.09 | -2.96 | -27.38 | -11.28 | 47.61 | 255.22 | -7.26 | -82.54 | -56.97 | -58.75 | 10.19 | 36.72 | -0.75 |
| Sharpe Ratio | NA | 0.42 | -0.18 | -0.13 | -0.18 | NA | NA | … | … | 5.17 | -0.71 | -0.12 | -0.58 | -0.16 | 0.41 | 2.18 | -0.22 | -1.34 | -0.86 | -1.40 | -0.18 | 0.28 | -0.60 |
| Standard Deviation(%) | NA | 118.09 | 89.32 | 85.23 | 96.54 | NA | NA | … | … | 146.09 | 84.84 | 77.45 | 55.36 | 77.46 | 115.55 | 116.26 | 141.79 | 77.66 | 88.96 | 66.11 | 47.48 | 65.08 | 100.54 |
| Draw Down(%) | NA | 59.82 | 79.97 | 84.68 | 97.24 | NA | NA | … | … | 48.36 | 64.10 | 56.13 | 44.35 | 40.55 | 69.25 | 51.90 | 76.00 | 85.32 | 67.58 | 60.88 | 43.01 | 43.11 | 25.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWR (Ideal Power Inc.) |
-68.59%
Dec 2015 – Dec 2018 |
-54.92%
Apr 2015 – Apr 2020 |
-27.78%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWR (Ideal Power Inc.) |
76.21%
Jan 2020 – Jan 2023 |
26.84%
Dec 2019 – Dec 2024 |
-16.96%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart